Salesforce Mobile Setup

Salesforce Setup

• Set Up My Domain:

  • Ensure that My Domain is configured in Salesforce.

• Assign Permissions:

  • The Salesforce user must have the GFERP Extension App permission set assigned.

• Create a User Setup Record:

  • Navigate to User Setup and create a record for the user.
  • Assign the appropriate Mobile Scan menu to the user.

• Add Mobile Scan Tab to Navigation Menu:

  • Go to the Salesforce Setup menu.
  • Search for Mobile Apps and select Salesforce Navigation.
  • Move the Mobile Scan menu item to the right-hand side to make it available.

• Ensure Tab Visibility:

  • Confirm that the Mobile Scan tab is visible for the user’s profile under Object Settings.

• Testing the Mobile Scan App:

  • For detailed testing instructions, refer to the Mobile Scan Testing Guide.

Mobile Device Setup

• Install the Salesforce Mobile App:

  • Download and install the Salesforce Mobile app on your device.

• Log In:

  • Open the app and log in to your Salesforce account.
  • In the top-right corner, specify whether you’re logging into a Production or Sandbox instance.
  • If needed, add a new connection.

• Access the Home Page:

  • After logging in, you’ll be directed to the Home page by default.

• Navigate to the Mobile Scan App:

  • Click the Menu button in the bottom-right corner.

• Select the App Launcher in the top-left corner.

     

• Search for the Mobile Scan app and select it.
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• Set Mobile Scan as Default:
  • After opening the Mobile Scan app, the menu will appear by default the next time you log in.